Subaru Is In Panasonic's Subsequent-Gen Cylindrical EV Batteries

Subaru Company and Panasonic Power introduced that they’ve began talks to construct a medium- to long-term partnership to satisfy demand for battery electrical autos and automotive batteries.

In keeping with the transient press launch, the 2 companions will discuss Panasonic’s next-generation automotive cylindrical lithium-ion batteries, which Subaru would use in its upcoming all-electric fashions within the second half of the this decade. Particularly, the batteries could be used on the upcoming, devoted BEV plant, which shall be constructed in Gunma, Japan.

“Subaru and Panasonic Power will maintain discussions with a view to Panasonic Power supplying Subaru with next-generation automotive cylindrical lithium-ion batteries, and Subaru putting in batteries bought from Panasonic Power in BEVs to be produced from the latter half of the 2020s at its websites, together with a devoted BEV plant scheduled to be constructed in Gunma, Japan.”

There are not any particulars associated to the “next-generation automotive cylindrical lithium-ion batteries,” however as we perceive, it’d imply the upcoming 4680-type cylindrical cell format (or an analogous one with a unique top) and the most recent lithium-ion chemistry on the time of introduction.

General, the settlement – the beginning of talks, timeframe, and cylindrical cell format – mainly mirrors the one between Mazda and Panasonic, which was introduced in June.

Some may even suppose that possibly Panasonic is attempting to construct a coalition of Japanese carmakers to introduce the brand new battery sort (4680-type) on a much bigger scale in Japan. Mazda and Subaru usually are not significantly large producers, so Panasonic probably is attempting to safe orders from a number of smaller manufacturers, earlier than constructing a big battery plant – vital to realize the impact of scale and stay aggressive. That is only a guess.

We are going to see whether or not there shall be extra comparable offers sooner or later, however general, it is a good signal indicating some new investments and growth.

Tesla is also a possible buyer for Panasonic 4680-type cylindrical cells, however as a result of Inflation Discount Act of 2022 (IRA), eventual quantity manufacturing for Tesla, almost definitely, shall be situated in North America. Logistics is another excuse.